Henkel (HEN) Investor presentation summary

Strategic positioning and business overview

• Celebrating 150 years, operates two main divisions: Adhesive Technologies (global #1) and Consumer Brands (#2 in active markets), both with strong global footprints and leading positions in attractive segments.

• Adhesive Technologies serves over 800 industries, with a ~14% global market share and leadership in mobility, electronics, packaging, and construction.

• Consumer Brands focuses on laundry, home care, and hair, with top 10 brands driving significant growth and innovation.

• Shared platforms and infrastructure support operational efficiency and scalability across both divisions.

• Strong financial foundation enables substantial investments, M&A, and attractive shareholder returns.

Growth strategy and innovation

• Expanding innovation leadership through customer-centric solutions, digitalization, and sustainability initiatives.

• Investing in high-growth markets and leveraging megatrends such as urbanization, mobility, and connectivity.

• Enhancing growth via targeted M&A, expanding into adjacent businesses, and integrating new technologies.

• Building on a strong R&D network, with significant spend and a high rate of new product launches.

• Driving technology leadership in both divisions, with digital and AI capabilities accelerating product development and market responsiveness.

Financial performance and targets

• FY 2025 sales reached €20.5bn, with Adhesive Technologies contributing €10.7bn and Consumer Brands €9.7bn.

• 2025 KPIs: 0.9% organic sales growth, €3,026m adj. EBIT, 14.8% adj. EBIT margin, €5.33 adj. EPS (+4.7% growth).

• Q1 2026: Group organic sales growth 1.7%, with Consumer Brands and Adhesive Technologies both showing positive momentum.

• Mid-term ambition: 3–4% organic sales growth, ~16% adj. EBIT margin, and continued free cash flow expansion.

• 2026 outlook: Group organic sales growth 1.0–3.0%, adj. EBIT margin 14.5–16.0%, and low to high single-digit EPS growth.